CAAPX
Price
$38.39
Change
+$0.54 (+1.43%)
Updated
Jun 26 closing price
Net Assets
832.04M
JVMTX
Price
$28.28
Change
+$0.27 (+0.96%)
Updated
Jun 26 closing price
Net Assets
21.72B
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CAAPX vs JVMTX

Header iconCAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTXBanner chart's image
Ariel Appreciation Investor
Price$38.39
Change+$0.54 (+1.43%)
VolumeN/A
Net Assets832.04M
JHancock Disciplined Value Mid Cap R4
Price$28.28
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
CAAPX vs JVMTX Comparison Chart in %
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CAAPX vs. JVMTX commentary
Jun 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAPX is a Buy and JVMTX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.7B vs. CAAPX (832M). JVMTX pays higher dividends than CAAPX: JVMTX (0.67) vs CAAPX (0.45). CAAPX was incepted earlier than JVMTX: CAAPX (36 years) vs JVMTX (12 years). CAAPX (1.14) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 49.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). CAAPX annual gain was more profitable for investors over the last year : 0.11 vs. JVMTX (-0.69). JVMTX return over 5 years is better than : 61.02 vs. CAAPX (10.36).
CAAPXJVMTXCAAPX / JVMTX
Total Expense Ratio1.141.00114%
Annual Report Gross Expense Ratio1.141.11103%
Fund Existence36 years12 years-
Gain YTD-3.4444.088-84%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets832M21.7B4%
Annual Yield % from dividends0.450.6767%
Returns for 1 year0.11-0.69-16%
Returns for 3 years-2.8616.80-17%
Returns for 5 years10.3661.0217%
Returns for 10 years-27.0341.72-65%
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